WAOTB
Wealth Advisors of Tampa Bay’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Buy |
113,918
+1,090
| +1% | +$47.2K | 1.86% | 18 |
|
|
2025
Q1 | $5.12M | Buy |
112,828
+53,178
| +89% | +$2.41M | 2.08% | 16 |
|
|
2024
Q4 | $2.39M | Sell |
59,650
-32,483
| -35% | -$1.3M | 1.02% | 35 |
|
|
2024
Q3 | $4.14M | Buy |
92,133
+1,489
| +2% | +$66.9K | 1.73% | 25 |
|
|
2024
Q2 | $3.74M | Buy |
90,644
+5,235
| +6% | +$216K | 1.74% | 24 |
|
|
2024
Q1 | $3.58M | Buy |
85,409
+495
| +0.6% | +$20.8K | 1.7% | 27 |
|
|
2023
Q4 | $3.2M | Sell |
84,914
-88,636
| -51% | -$3.34M | 1.61% | 26 |
|
|
2023
Q3 | $5.62M | Buy |
173,550
+91,023
| +110% | +$2.95M | 1.55% | 28 |
|
|
2023
Q2 | $3.07M | Buy |
82,527
+3,940
| +5% | +$147K | 1.68% | 26 |
|
|
2023
Q1 | $3.06M | Buy |
78,587
+5,894
| +8% | +$229K | 1.75% | 26 |
|
|
2022
Q4 | $2.86M | Sell |
72,693
-10,732
| -13% | -$423K | 1.77% | 27 |
|
|
2022
Q3 | $3.17M | Sell |
83,425
-70,185
| -46% | -$2.67M | 2.17% | 17 |
|
|
2022
Q2 | $7.8M | Buy |
153,610
+33,510
| +28% | +$1.7M | 2.41% | 12 |
|
|
2022
Q1 | $6.12M | Buy |
120,100
+4,150
| +4% | +$211K | 1.66% | 29 |
|
|
2021
Q4 | $6.03M | Buy |
115,950
+64,489
| +125% | +$3.35M | 1.48% | 30 |
|
|
2021
Q3 | $2.78M | Buy |
51,461
+12,659
| +33% | +$684K | 1.54% | 30 |
|
|
2021
Q2 | $2.17M | Buy |
38,802
+13,128
| +51% | +$736K | 1.21% | 40 |
|
|
2021
Q1 | $1.49M | Buy |
+25,674
| New | +$1.49M | 0.88% | 52 |
|